Estimator

Estimator

Select the “Estimator” activity under the “Lead Management” business component.

The “Estimator” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following details:

Opportunity Id

The unique Id that identifies the opportunity. Mandatory.

The system displays the following details in the multiline:

Customer/ Prospect Code	The unique code that identifies the customer or prospect.
Customer Name	The name of the customer
Opportunity Status	The status of the opportunity.
Category	The category of the opportunity.
Industry	The name of the industry belongs to the opportunity Id.
Customer Loyalty	The loyalty name of the customer.
Sale Type	The sale type of the customer.
Type	The type of the location.

Enter the following details:

Warehouse Code

Use the drop-down list box to select the warehouse code. The combo is loaded with all the values as defined in the “Warehouse Master”. Mandatory

The system displays the following details in the multiline:

Warehouse Description	The description of the warehouse.
Pricing Date	The date on which the pricing takes place.
Location	The place at which the warehouse is located.

Click the “Compute Price and Availability” button to compute the price and availability of an item.

The system computes the pricing engine to determine the availability and price of the item.

Enter the following details in the multiline:

Item Code	The unique code that identifies the item. Mandatory
Variant Code	The variant code of the item.

The system displays the following details in the multiline:

Item Description

The textual description of the item.

Enter the following details in the multiline:

UOM

The unit of measurement of the item.

The system displays the following details in the multiline:

Available Quantity	The available quantity of the item.
Default Price	The recommended price derived from the base price and with any applicable discounts.

Enter the following details in the multiline:

Actual Price	The actual price of the item.
Required Quantity	The required quantity of the item.
Required Date	The date on which the item is required.
Price Override Reason Code	Use the drop-down list box to select the reason code if the price is override.
Reason Description	The textual description of the reason.
Price List Number	The number that identifies the price list.

The system displays the following details in the multiline:

EAD

The earliest available date of the item.

Enter the following details in the multiline:

Purchase Decision Made?

Select the check box if the purchase decision is made.

The system displays the following details in the multiline:

ATP

Available to Promise (ATP) engine will default the stock quantity available from chosen location to user to confirm the customer order.

The system displays the following details in the multiline:

Total Value	The total value of the item.
Total Discount	The total discount available for the item.
Total Charges	The total charges of the item.
Net Value	The net value of the item.

Click the “Print” button to print the estimator details.
Click the “Maintain” button to maintain the estimator details.
Click the “Generate Invoice” button.

The system generates the invoice number and the opportunity status is updated as “Quote in Progress”. If the invoice is deleted, the opportunity status is reverted back to “Pending to quote”.

Note: Estimator details can be modified and transferred to invoice only if the opportunity is in ‘Pending to Quote’ status.

Click the “Generate Quotation” button to generate the quotation for the invoice.

The system displays the following details in the “Data History” group box.

Created By	The login Id of the user who had created the estimator details.
Created Date	The date on which the estimator details was created.
Last Modified By	The login ID of the user who modified the estimator details.
Last Modified Date	The date and time at which the estimator details was last modified.